FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are fee happy with our client partners. We show our clients the true value of our creative results and they happily pay negotiated fees. Both parties are happy, less stressed, and are very quick to refer a new client to us by recommending us.
- What is your typical process for working with a new customer?
We have a conversation about the client expectations and we are ready to fulfill their requirements within a given timeline.
- What education and/or training do you have that relates to your work?
We are CPAs, CFPs, Fraud & Forensic experts. We also have a division that manages financial planning and wealth management for our high net worth individuals. We also conduct online seminars and conference as it relates to tax planning, retirement, social security and wealth management.